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Michael Dinh Tran

Amundi Asset Management US, Inc.

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About Michael Dinh Tran

Michael Dinh Tran is an investment advisor representative currently registered with Amundi Asset Management US, Inc. located in Boston, MA. Michael has been in the securities industry since November 12, 2014. Michael has passed the Series 6, Series 7, Series 63 and Series 65 exams. Michael has also been registered with Putnam Retail Management Limited Partnership in Andover, MA. Michael specializes in Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Businesses and Selection of Other Advisers.

Firm Information

Michael Tran is currently registered with Amundi Asset Management US, Inc.. Amundi Asset Management US, Inc. is an investment advisor registered with the SEC. The firm has offices in Boston, MA and manages more than $50 billion in assets. They offer a range of portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
Amundi Asset Management US, Inc.

60 STATE STREET

BOSTON, MA 02109-1820

$119.88B

Assets Under Management

Not reported

Total Clients

76

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michael Tran’s Registration & Firm History

MA

01/04/2021 - Present

Amundi Asset Management US, Inc. (BOSTON MA)

MA

11/06/2014 - 08/17/2015

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

IA

Issued 05/06/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2018

Series 7 - General Securities Representative Examination

BC

Issued 11/06/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Dinh Tran.
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